Perform recommended enhancements to a few standard objects, enable supervisors to schedule specific personnel for visits, and make it possible to share visits so others can see them.
Required Editions
| Available in: Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
- Add Values to Task Type Picklist
You can manually enhance the Task object by adding picklist values to the Task Type Picklist. - Add Values to Event Type Picklist
You can manually enhance the Event object by adding picklist values to the Event Type Picklist. - Add Values to Asset Status Picklist
You can manually enhance the Asset object by adding picklist values to the Asset Status picklist. - Define Mobile Relevant Fields for the Consumer Goods Offline Mobile App
Sync only those fields that are required for use on the mobile app. It’s easy to sync objects to mobile devices by adding the mobile relevant fields to field sets. - Implement Record Sharing for Retail Execution
Implement sharing of your private Consumer Goods Cloud object records by using the Salesforce platform sharing mechanisms based on your business process. - Enable Sharing for Store Operating Hours
To provide all users access to Operating Hours, update the default access levels for operating hours. By default, the access to operating hours objects is Private. - Enable Role Hierarchy for Visit Supervisor Filtering
Enable role hierarchy to let supervisors select their subordinates when creating visits. - Override the Standard Buttons in Asset Object
You can manually enhance the Asset object by adding picklist values to the Asset Status picklist. - Rename Standard Objects
After the installation of the managed package is completed, you must rename and align some standard object labels with the CGCloud (managed package) labels.